Michael W. Hart

ADVICE ONLY

New Jersey, NJ

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CRD#: 6491261

Professional summary

Michael W Hart is a registered financial advisor currently at ADVICE ONLY located in New Jersey, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

the name of the other business; Franklin Retirement Solutions whether the business is investment-related; Yes the address of the other business; 2300 Computer Ave Suite J54 Willow Grove PA 19090 the nature of the other business; Life insurance and annuities your position; Paraplanner title, or relationship with the other business; the start date of your relationship; 11/2019 the approximate number of hours/month you devote to the other business;40 the number of hours you devote to the other business during securities trading hours; 2 and briefly describe your duties relating to the other business; Creating income plan drafts with equity portfolios and life insurance/annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael W Hart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2025 - Present

ADVICE ONLY

RIA

CRD#: 334039

New Jersey, NJ

Past

March 24, 2022 - February 28, 2025

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Horsham, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2022

Uniform Investment Adviser Law Examination

Current Firm

ADVICE ONLY

ADVICE ONLY | OPEN BOOK FINANCIAL PLANNING | CENTS OF JOY FINANCIAL PLANNING | CAREGIVERS RESOURCE GROUP | ADVICE ONLY, PBC

CRD#: 334039 / SEC#:

California

Registered Investment Advisory firm - (2/3/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/15/2025 Approved)

Texas

Registered Investment Advisory firm - (5/30/2025 Conditional Restricted)

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Contact information

Main Address

1455 Frazee Rd, Suite 500, San Diego, CA 92108

Mailing Address

Phone number

(619) 374-2261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael W. Hart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael W Hart's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVICE ONLY

BROOKSTONE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2022

Current Firm

ADVICE ONLY

Contact information

Documents

Red Flags

Company Information

ADVICE ONLY

TRUST BUT VERIFY

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